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Home > Institutional Investor > Ptm Wealth Management, Llc > Profile

Instuitional Investor - Ptm Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Ptm Wealth Management, Llc
Portfolio Value $177,207,798
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,310,154 $36,304,356 20.49%
2.
Ssga Active Etf Tr
 702,470 $28,467,594 16.06%
3.
Sector Spdr Trust
 XLB 180,364 $26,084,250 14.72%
4.
Ishares Tr
 180,437 $13,841,288 7.81%
5.
Blue Buffalo Pet Products Inc.
 BUFF 361,461 $12,128,825 6.84%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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